Theattachedspreadsheetgivesabreakdownofeachfirmincludingabriefcompanyoverviewwiththoughtleadershipstrategy,thesizeofthefirm,contactnameandtitle,listofclients,andexperienceinfinanceandinsurance.Severalfirms,whilehavingastrongthoughtleadershipcomponent,didnotexpoundonthestrategiesusedintheprocess.Additionally,none of theclientportfoliosindicatedwhethertheclientswerecurrentorpast.